Skip to main content
Product details are displayed in English. Translations coming soon.
Project Templates — A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates — pre- — 1/1مثالی پیش منظر

A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates

— pre-built stages, tasks, dependencies and assignments spun up instantly.

ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19.

Project Templates کیا ہے؟

A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates — pre-built stages, tasks, dependencies and assignments spun up instantly. ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

اہم خصوصیات

Dedicated `project.template` and `project.template.task` models storing a full, versioned project blueprint separate from live project data
One-click 'Create Project from Template' action that instantiates a complete live `project.project` with its entire task tree in a single ORM transaction
Relative date scheduling: kickoff-date input drives `@api.depends` compute fields and `timedelta` offsets so task deadlines auto-schedule instead of copying stale dates
Full task hierarchy support — parent/child subtasks, task dependencies (predecessor/successor) and stage ordering preserved from template to instance
Default assignee and role mapping so generated tasks land on the right owners, with fallback to the project manager when a named user is unset
Template-level stage definitions that create or reuse `project.task.type` stages so every instantiated project follows the same workflow
Security via `ir.model.access.csv` plus record rules separating template authors, project managers and read-only viewers
Company-scoped record rules for multi-company instances so each company sees and instantiates only its own templates
Trigger from anywhere: manual form button, Odoo automated action (e.g. on Sales Order confirmed / CRM opportunity won), or external `XML-RPC`/`JSON-RPC` call
Curated template library with list, kanban and search views, tags and archiving so obsolete blueprints retire cleanly without deletion
Optional QWeb report to preview or PDF a template's full scope, stages and checklist before it is turned into a live project
Idempotent, guarded instantiation logic that won't silently duplicate a project if the action is double-clicked or re-fired by an automation
Configurable checklist / description fields carried into generated tasks so recurring 'don't forget' steps travel with the template
Built and tested against Odoo 17.0, 18.0 and 19.0, respecting Community vs Enterprise feature availability (Gantt/forecast wiring where present)

آرڈر پر تیار، مکمل طور پر آپ کے لیے

خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔

  1. 1

    آپ آرڈر دیتے ہیں

    ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔

  2. 2

    ہم بناتے اور انسٹال کرتے ہیں

    ECOSIRE اسے آپ کے Odoo پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔

  3. 3

    لائیو + معاونت

    آپ تقریباً ایک کاروباری ہفتے میں لائیو ہو جاتے ہیں، گو لائیو کے بعد دو ہفتوں کی معاونت کے ساتھ۔ ہمارے فراہم کردہ کوڈ کی خرابیاں مفت درست کی جاتی ہیں۔

تکنیکی تفصیلات

Odoo ہم آہنگی
Odoo 17, Odoo 18, Odoo 19
ایڈیشنز
Enterprise اور Community
لائسنس
لائسنس کی تصدیق درکار ہے
Python کی ضرورت
Python 3.10+
ڈیٹابیس
PostgreSQL 12+

اس مصنوع کے بارے میں

Teams that deliver the same kind of work over and over — client onboardings, implementation rollouts, event runs, product launches, maintenance cycles — end up rebuilding the same project skeleton by hand every single time. Someone re-types the task list, re-guesses the stages, forgets the checklist item that always bites, and re-assigns owners from memory. Odoo's native project.project and project.task models are excellent at running a project, but out of the box they give you almost nothing for reproducing one: there is no first-class "template" concept that captures a full task tree, its stages, dependencies, planned durations, assignees and descriptions and stamps out a fresh, live project on demand. The duplicate-project trick copies stale data and broken scheduling, and it does not scale to a curated library the whole company can trust.

This build-to-order module gives Odoo a real template layer. We create a dedicated template model (backed by models.Model with a clean _name, e.g. project.template, and child project.template.task records) that stores the canonical structure of a repeatable project: ordered stages, the full task hierarchy with parent/child relationships, task dependencies, planned hours, default assignees or roles, tags, descriptions and QWeb-ready checklists. A single "Create Project from Template" action — exposed as a button on the template form and, where you want it, on the Sales Order or CRM opportunity — instantiates a fully live project.project with all tasks generated in one transaction. Dates are computed relative to a kickoff date you supply, using @api.depends-driven compute fields and timedelta offsets so deadlines auto-schedule forward from day one instead of arriving pre-expired.

Technically it is a proper Odoo app, not a scripted hack. Access is governed by ir.model.access.csv plus record rules so template authors, project managers and read-only viewers see exactly what they should, and multi-company setups get company-scoped record rules. The instantiation logic is wrapped in a service method you can call from the UI, from an automated action (e.g. auto-spin a project when a deal is won), or over the external XML-RPC/JSON-RPC API for upstream systems. Views are delivered in standard XML with OWL-based interactivity for the template builder, list/kanban/form views for the library, and optional QWeb reports so a manager can print or PDF a template's full scope before it goes live. We honor Community vs Enterprise realities — the core template engine runs on Community, and where your instance has Enterprise features (Gantt planning, forecasting) we wire the generated projects to light them up rather than duplicating them.

Because this is built to order, nothing is downloaded blind. After a short scoping call we confirm your exact template structures, the trigger points (manual button, sales-driven, API), your Odoo version (17.0, 18.0 or 19.0) and your Community/Enterprise edition, then build against a staging copy of your database. You get installable source, UAT on staging, and a rollback plan before anything touches production. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company record rules, deep sales/CRM auto-instantiation, external API integrations and migrating large volumes of existing projects into reusable templates increase the quoted scope.

What you get

  • Installable Odoo module source code for your target version (17.0, 18.0 or 19.0), with a clean `__manifest__.py` and correct dependency declarations
  • Installation and configuration on your environment, including stage setup, security groups and any automated-action triggers
  • Technical documentation: model/field reference, security matrix, and the instantiation service method / API entry points
  • End-user guide plus a live training session for template authors and project managers
  • Post-go-live support window for defect fixes and configuration adjustments
  • UAT on a staging copy of your database with a documented rollback plan before production deployment
  • Git repository handover with full commit history and tagged release
  • Seeded starter templates built from your real recurring projects during the engagement

Who this is for

Professional services / delivery lead

Runs the same client engagement shape repeatedly and needs every new project to start from a proven, complete blueprint instead of a blank board — with stages, tasks and owners already in place.

Odoo project manager / PMO

Owns a library of repeatable methodologies (onboarding, implementation, audit cycles) and wants a governed, version-controlled set of templates the whole team spins up consistently.

Operations / RevOps admin

Wants a won deal or confirmed Sales Order to automatically create the correct delivery project via an automated action or API, eliminating the manual hand-off gap between sales and delivery.

Odoo administrator / integrator

Needs a maintainable, security-scoped module with clean models and an `XML-RPC`/`JSON-RPC`-callable instantiation method they can wire into other systems and upgrade across Odoo versions.

How Project Templates Compares

CriterionECOSIRECustom BuildCompetitorOdoo نیٹو
Reusable template conceptFirst-class template models that stamp out full live projectsWhatever you build in-house from scratchGeneric template feature, fixed to the vendor's data modelNo true template — only manual project duplication
Date scheduling on creationRelative offsets from a kickoff date, auto-scheduled forwardDepends on developer effort and time budgetOften copies fixed dates or limited relative logicCopies original dates as-is (frequently already expired)
Task dependencies & hierarchyPreserved parent/child subtasks and predecessor linksPossible but must be designed and tested by youVaries; may flatten subtasks or drop dependenciesNot carried through duplication reliably
Fit to your workflowBuilt to your exact stages, roles and triggersFully yours, at full build and maintenance costYou adapt your process to the module's assumptionsGeneric project stages only
Automation & API triggersButton, automated action and `XML-RPC`/`JSON-RPC` entry pointsOnly what you implementUsually manual button; limited automation hooksManual duplication only
Security & multi-company`ir.model.access.csv` + record rules, company-scopedYour responsibility to design and auditBaseline access rules, rarely multi-company awareStandard project access, no template governance
Support & ownershipPost-go-live support window + full source & git handoverYou own and maintain everything aloneVendor support tiers; source often obfuscatedCovered only by your Odoo support contract
Version coverageBuilt and tested for 17.0 / 18.0 / 19.0Whatever you target and retest each upgradeDepends on vendor's release cadenceShips with core, no template layer to maintain

Frequently Asked Questions about Project Templates

Is this an existing app I can download and install right now?

No. This is a build-to-order module. ECOSIRE builds it to your exact template structures, Odoo version and edition, then installs and supports it. There is no instant download — you request a quotation, we scope it, and we deliver a module tailored to how your team actually runs projects.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The timeline starts once we've agreed the template structures, trigger points and target Odoo version on the scoping call. Larger scope — multi-company rules, sales/CRM auto-instantiation, external integrations or migrating many existing projects — extends the window, and we confirm the exact date in the quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative figure for a single-company base scope. It is not a fixed final price. After a short scoping call we confirm the exact requirements and send a fixed written quote. Drivers like multi-company record rules, deeper Sales/CRM automation, API integrations and data migration volume increase the quoted scope.

Which Odoo versions and editions do you support?

We build and test against Odoo 17.0, 18.0 and 19.0. The core template engine runs on Community; where your instance has Enterprise features such as Gantt planning or forecasting, we wire the generated projects to use them rather than reinventing them. Tell us your version and edition on the call and we build to match.

What about support and updates after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration adjustments, plus a training session for your template authors. You receive the full source and git repository, so you own the code. Version upgrades (for example moving from 18.0 to 19.0) or new template features are quoted as a follow-on engagement.

How is this different from just duplicating an existing project in Odoo?

Duplicating copies stale dates, completed tasks and broken dependencies from one specific project, and it doesn't give you a governed library. This module introduces a real template model with relative date scheduling, preserved dependencies, role-based assignment and security rules — so every new project is generated clean and correctly scheduled from a single source of truth.

Can a new project be created automatically instead of by a button?

Yes. Instantiation is exposed as a service method, so beyond the manual 'Create Project from Template' button we can trigger it from an Odoo automated action (for example when a Sales Order is confirmed or a CRM opportunity is won) or from an external system over `XML-RPC`/`JSON-RPC`. We confirm which triggers you need during scoping.

آرڈر پر تیار
Project Dashboard
قیمت کا تخمینہ طلب کریں

Project Templates

A build-to-order Odoo module that turns your repeatable projects into one-click reusable templates — pre-built stages, tasks, dependencies and assignments spun up instantly. ECOSIRE scopes, builds, installs and supports it for your Odoo 17, 18 or 19.

  • Dedicated `project.template` and `project.template.task` models storing a full, versioned project blueprint separate from live project data
  • One-click 'Create Project from Template' action that instantiates a complete live `project.project` with its entire task tree in a single ORM transaction
  • Relative date scheduling: kickoff-date input drives `@api.depends` compute fields and `timedelta` offsets so task deadlines auto-schedule instead of copying stale dates
  • Full task hierarchy support — parent/child subtasks, task dependencies (predecessor/successor) and stage ordering preserved from template to instance

قیمت کا تخمینہ طلب کریں

ہمیں Project Templates کے لیے اپنی ضروریات بتائیں اور ہم آپ کو قیمتیں، لائسنس کے اختیارات اور ایک مخصوص تجویز بھیجیں گے — عام طور پر ایک کاروباری دن میں۔

ابھی کوئی ادائیگی نہیں۔ یہ ہماری ٹیم کو قیمت کی درخواست بھیجتا ہے — ہم قیمت اور اگلے اقدامات کے ساتھ ای میل کے ذریعے رابطہ کریں گے۔